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AI/SALES/CRM SOFTWARE/AI CRM SOFTWARE WITH A FREE PLAN

Best AI CRM software with a free plan

10 AI tools ranked, each with a short verdict.

VERIFIEDLISTER SCORE · UPDATED REGULARLY

Best AI CRM software with a free plan: Top 10 Ranked. Upwex ranks first, with a Lister Score of 94.0.

Upwex leads this ranking for Solo freelancers and agencies on Upwork, and helps save Upwork connects on bad-fit jobs. iSlash AI is built for small teams and growing businesses, and offers no-code chatbot creation for promotional messages and notifications. Connect The Dots serves Sales teams and venture capital firms.
RANKENTRYSCORETRENDFROM
1UpwexUpwex is a Chrome extension and dashboard for Upwork freelancers and agencies94.0NEW–
2iSlash AIThe AI tool enables full eCommerce stores with checkout systems inside messaging apps92.0NEW–
3Connect The DotsConnect The Dots transforms professional networks into a unified graph for generating warm introductions90.0NEW–
4PersanaBuilt for SDRs and founders90.0NEW–
5Volumn.aiGenerates high-quality tweets and schedules them automatically90.0NEW–
6DashlyReplaces a five-person inbound SDR pod with automated agents86.0NEW–
7EngageBayOffers HubSpot-level features at a fraction of the cost86.0NEW–
8HubSpotHelps customers acquire significantly more leads within their first year of use86.0NEW$20/month
9Capsule CRMProvides two-factor authentication for enhanced account security84.0NEW–
10SalesforceBuilt for Customer service teams84.0NEW$165/month per user
CURATED · UPDATED REGULARLYHOW WE RANK →

The ranking, in detail

01

Upwex

The AI toolkit for Upwork - your Upwork AI assistant

Upwex is a Chrome extension and dashboard for Upwork freelancers and agencies. It provides AI cover letters, pre-bid match scoring, auto-bidding, per-template analytics, and CRM sync.

Best for: Solo freelancers and agencies on Upwork
94.0
02

iSlash AI

Fast and smart engagement for lead generation

iSlash AI is a lead generation platform that deploys agents to capture leads and automate support across WhatsApp and social channels. It provides a seamless system for the entire lead journey, turning conversations into conversions without adding headcount.

Best for: small teams and growing businesses
92.0
03

Connect The Dots

Turn your network into warm intros

Connect The Dots transforms professional networks into a unified graph for generating warm introductions. It enriches this data by aggregating signals from email, calendar and CRM sources.

Best for: Sales teams and venture capital firms
90.0
04

Persana

Scale your prospecting with AI agents

This allows teams to find, engage, and boost revenue on autopilot through CRM automation.

Best for: SDRs and founders
90.0
05

Volumn.ai

The #1 AI growth tool for X/Twitter

Volumn.ai automates content publishing, engagement, lead discovery, and outreach on X to help users grow faster. It allows teams to keep their time for what actually matters by handling social selling tasks.

Best for: founders building personal brands
90.0
06

Dashly

AI inbound revenue agents for B2B

Dashly operates across multiple channels to engage and qualify leads automatically.

Best for: inbound-first B2B teams
86.0
07

EngageBay

All-in-one CRM built for startups and growing businesses

EngageBay is an all-in-one CRM platform designed for small businesses and startups. It combines marketing automation, email marketing, sales management, and customer support into a single suite.

Best for: small businesses and startups
86.0
08

HubSpot

HubSpot is an agentic customer platform that aligns marketing, sales, and service around customer data. It helps teams build demand, win deals, and delight customers on a single system.

Best for: All in one inbound marketing and ease of use
86.0
09

Capsule CRM

Simple to start and built for growth.

Capsule CRM is a customer relationship management platform designed to be both simple and powerful. It allows businesses to manage sales, projects, and contacts without complex administration.

Best for: small business teams
84.0
10

Salesforce

The world's #1 cloud CRM platform

Salesforce is the leading AI CRM platform. It enables humans and agents to drive customer success together.

Best for: Enterprise organisations and mid-market companies requiring advanced customisation and scalability
84.0
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Frequently asked questions

What is the best AI CRM software with a free plan?

Upwex ranks first on Lister. Upwex is a Chrome extension and dashboard for Upwork freelancers and agencies. It provides AI cover letters, pre-bid match scoring, auto-bidding, per-template analytics, and CRM sync.

What are the top 10 AI CRM software with a free plan?

1. Upwex; 2. iSlash AI; 3. Connect The Dots; 4. Persana; 5. Volumn.ai; 6. Dashly; 7. EngageBay; 8. HubSpot; 9. Capsule CRM; 10. Salesforce.

Are there free options for AI CRM software with a free plan?

No free option is confirmed in the recorded pricing for this ranking. Check each provider's pricing page for current plans and trials.

What do the top four say they are built for?

Upwex says it is built for Solo freelancers and agencies on Upwork, and iSlash AI for small teams and growing businesses. Connect The Dots says it is built for Sales teams and venture capital firms, and Persana for SDRs and founders.

What should a buyer check before signing up?

iSlash AI states that Higher tier plans require an annual payment commitment only. Volumn.ai states that Volumn.ai does not guarantee leads or account safety due to platform limits. Those are the limits each AI tool publishes itself, not a full account of any plan.

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